Pricing Advice Online DIY Program
This is the software that underpins all our
Working through the online program will earn you at least 10.5 CPD points* in your first year, and your 12-month subscription will enable you to create your pricing model, and test as many different scenarios as you choose.
Your subscription includes:
|Pricing calculators, with the ability to change variables and ‘stress-test’ your fee model against factors such as changes in staffing, increasing overheads, alternate profit margins, etc;|
|MP3 sound files with further explanations by author Sue Viskovic;|
|Online community to share ideas with other advisers going through the same process in a protected environment (only other subscribers have access to the discussion);|
A digital copy of the book Pricing Advice by Sue Viskovic.
|50% discount if you prefer to access a paperback version of the book.|
Your subscription is payable in monthly instalments. After your first year, you can cancel your subscription at any time. We find most user's don't, as they use this tool as an invaluable part of their regular business planning, and update their overheads each year to ensure that their pricing model remains appropriate, and to continue to benchmark their pricing.
Completing the Pricing Advice Program will provide you with:
|Your service offering documented, and your pricing model defined,|
|All of the templates needed to successfully implement your new fee model, including:|
|Engagement fee schedule — with your numbers|
|Ongoing fee schedule — with your numbers|
|Client engagement letter template for you to personalise to your firm|
|Client service agreement template, to define your ongoing services (for you to personalise to your firm)|
|A clear plan to implement your new pricing model within your business.|
View our video demo of the online program.
You can purchase your twelve month license from the Elixir Consulting website. When you purchase the online DIY Pricing Advice Program, you will be sent your login details within 24 hours, which you will then use to access the program on this site.
As you work through the ten modules, the program will build your pricing model, and you will then be able to download all of the outputs listed above. The program will take you 4 to 8 hours to complete and we recommend you do this in a number of sittings. You will be able to re-enter the program as often as you wish throughout your subscription period.
|*This online program is accredited by the FPA to earn 10.5 structured CPD points plus you can earn additional unstructured points for time spent collating and considering your data and processes.|
“I would like to thank you very much for this Pricing Program. It has been of tremendous value to me and I wish I had completed it years ago. It has given me new confidence in expressing my value to my clients and really helped me prepare positively for upcoming legislative changes. To those financial advisers wishing to ensure their long-term success and engagement with their clients, I cannot recommend this program highly enough and think it's the best investment I've made in a very long time.”
— Harvey James, Director, ANU Wealth Services
“This program was well worth our time and money...the results so far are too numerous to detail, but three highlights are a $450 per annum client signing onto a $9,000 per annum package, a $990 pa client signing onto a $4,200 package, and a $3,000 client signing onto an $8,000 package. So far we have lost two clients, total annual income just under $2,000.”
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“Sue Viskovic’s book on Pricing Advice is a triumph and a must read for every financial adviser. I highly recommend Sue to any financial planning firm looking to get the pricing of their value right.”
“Elixir has a clear and methodical method for determining the appropriate level of fees to charge our clients ....”
B.Bus, CFP, Financial Planner, Abbott Financial Planning
“Really liked the software in terms of its relevance, prompts and ease of use.”
“Great program, well-paced, excellent facilitation. Contact was detailed, challenging and relevant. Great tools to take away and implement immediately.”
“It’s good to have follow-up support post attending the workshop. Too often good ideas are lost/not acted on after attending a seminar.”
“Fantastic program. Thought-provoking, we thought we had our service models and fee structures in order but discovered they actually weren’t!”
“Enlightening – this will assist us to be much better prepared for future change, and our profitability will increase through the skills gained.”